Sundaram Multi Asset Allocation Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
| 1 Year | 3 Year | 5 Year | 9 Year | |
| CAGR(%) | 22.54 | N/A | N/A | N/A |
| Average Rolling Returns(%) | 13.58 | N/A | N/A | N/A |
The Current NAV of Sundaram Multi Asset Allocation Fund - Regular Plan - Growth is ₹13.05.
It is better to invest in a fund with a longer track record as Sundaram Multi Asset Allocation Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.
Sundaram Multi Asset Allocation Fund - Regular Plan - Growth fund’s expense ratio is 1.82%
The process for redemption is
The AUM of Sundaram Multi Asset Allocation Fund - Regular Plan - Growth is currently ₹3,344 Crores.
The Top three stocks are HDFC Bank, ICICI Bank and Larsen & Toubro and account for 15% of its portfolio. Top 5 and 10 stocks of fund account for 22% and 33% of fund’s portfolio respectively.
Top three sectors of Sundaram Multi Asset Allocation Fund - Regular Plan - Growth fund are Others, BFSI and Auto accounting for 62% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Hybrid - Multi Asset Allocation it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Sundaram Multi Asset Allocation Fund - Regular Plan - Growth Fund is Hybrid - Multi Asset Allocation.
Rohit Seksaria and Clyton Richard Fernandes manage the Sundaram Multi Asset Allocation Fund - Regular Plan - Growth Fund.
Sundaram Multi Asset Allocation Fund - Regular Plan - Growth current PE ratio is 36.79 and PB ratio is 6.05
The asset allocation of Sundaram Multi Asset Allocation Fund - Regular Plan - Growth is Stocks : 83.92%, Debt : 16.07% and Gold : 26.96%
The minimum SIP amount for Sundaram Multi Asset Allocation Fund - Regular Plan - Growth is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for Sundaram Multi Asset Allocation Fund - Regular Plan - Growth is Nil upto 30% of units and 1% for remaining units on or before 365 days, Nil after 365 days
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